Visualize Your IBKR Portfolio
Analyze the performance and risk of your IBKR portfolio
# Investing AssistantWhat is Visualize Your IBKR Portfolio?
Your Interactive Brokers statements like you've never seen them before! Portfolio tracker, performance analytics, risk analytics, cash flow analytics and multimedia trading journal.
Problem
Users relying on basic IBKR statements struggle to visualize portfolio performance, track risk exposure, and analyze cash flow effectively, leading to limited insights and time-consuming manual analysis.
Solution
A portfolio analytics dashboard that transforms IBKR data into visual reports, enabling users to track performance metrics, assess risk factors, monitor cash flows, and maintain a multimedia trading journal (e.g., chart-based asset allocation views, historical return simulations).
Customers
Active IBKR traders, investment professionals, and retail investors aged 25-55 who manage complex portfolios and require advanced analytics beyond standard brokerage reports.
Unique Features
Integrated trading journal with multimedia notes (screenshots/audio), Monte Carlo simulations for risk analysis, and automatic categorization of trading patterns across multiple accounts.
User Comments
Transforms raw IBKR data into actionable insights
Saves hours previously spent on manual spreadsheet tracking
Risk heatmaps help prevent concentration mistakes
Trading journal improves strategy refinement
Mobile-responsive interface needs improvement
Traction
Launched March 2023, 800+ active users, $9k MRR (based on $29/mo pro plan), featured in IBKR's developer ecosystem showcase
Market Size
Global portfolio management software market valued at $12.9 billion in 2023 (MarketsandMarkets), with IBKR's 2.1M+ client accounts representing a focused addressable market.
